WI
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WBI Investments’s DTE Energy DTE Stock Holding History

WBI Investments’s Portfolio DTE Stock Details DTE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-15,980
Closed -$2.12M – 314
2025
Q2 		$2.12M Buy
+15,980
New +$2.15M 0.55% 43
2024
Q4 		– Sell
-18,527
Closed -$2.38M – 229
2024
Q3 		$2.38M Buy
+18,527
New +$2.23M 0.57% 46
2018
Q3 		– Sell
-7,501
Closed -$662K – 265
2018
Q2 		$662K Sell
7,501
-6,709
-47% -$581K 0.04% 199
2018
Q1 		$1.26M Buy
+14,210
New +$1.25M 0.06% 138
2017
Q2 		– Sell
-50,301
Closed -$4.37M – 310
2017
Q1 		$4.37M Buy
50,301
+371
+0.7% +$31.4K 0.19% 94
2016
Q4 		$4.19M Buy
+49,930
New +$4.01M 0.18% 90

Other funds holding DTE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

WBI Investments's DTE Position: Q3 2025 in Review

WBI Investments sold out of DTE Energy (DTE) in Q3 2025, closing a stake of 15,980 shares — an estimated $2.12M sold.

WBI Investments first reported a position in DTE in Q4 2016 and held it in 6 quarters. The position peaked at $4.37M in Q1 2017. 920 funds tracked by Wall St. Rank hold DTE as of Q3 2025.

  • WBI Investments reported no remaining DTE Energy position as of Q3 2025 after selling out during the quarter.
  • WBI Investments sold 15,980 DTE Energy shares in Q3 2025, an estimated $2.12M.
  • WBI Investments first reported a position in DTE Energy in Q4 2016 and held it in 6 quarters.
  • WBI Investments's DTE Energy position peaked at $4.37M in Q1 2017.
  • 920 funds tracked by Wall St. Rank held DTE Energy as of Q3 2025.

Based on WBI Investments's 13F filing for Q3 2025, filed 20 Nov 2025.